G&S Capital’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.31M Sell
11,410
-97
-0.8% -$28.1K 1.31% 20
2025
Q1
$2.82M Sell
11,507
-2,844
-20% -$698K 1.2% 25
2024
Q4
$3.44M Sell
14,351
-642
-4% -$154K 1.42% 15
2024
Q3
$3.16M Buy
14,993
+6,717
+81% +$1.42M 1.33% 15
2024
Q2
$1.74M Sell
8,276
-1,352
-14% -$284K 0.76% 52
2024
Q1
$1.93M Sell
9,628
-443
-4% -$88.7K 0.86% 43
2023
Q4
$1.71M Sell
10,071
-9,645
-49% -$1.64M 0.81% 49
2023
Q3
$2.86M Buy
19,716
+8,709
+79% +$1.26M 1.46% 18
2023
Q2
$1.6M Sell
11,007
-1,964
-15% -$286K 0.77% 51
2023
Q1
$1.69M Buy
12,971
+11,269
+662% +$1.47M 0.75% 48
2022
Q4
$228K Buy
+1,702
New +$228K 0.1% 99
2020
Q4
Sell
-16,191
Closed -$1.56M 100
2020
Q3
$1.56M Buy
+16,191
New +$1.56M 1.13% 32
2020
Q2
Sell
-1,940
Closed -$174K 136
2020
Q1
$174K Sell
1,940
-16,108
-89% -$1.44M 0.3% 47
2019
Q4
$2.52M Sell
18,048
-1,929
-10% -$269K 1.42% 26
2019
Q3
$2.35M Buy
19,977
+16,954
+561% +$2M 1.37% 25
2019
Q2
$338K Hold
3,023
0.2% 69
2019
Q1
$306K Buy
3,023
+63
+2% +$6.38K 0.19% 65
2018
Q4
$289K Sell
2,960
-29,083
-91% -$2.84M 0.26% 49
2018
Q3
$3.62M Sell
32,043
-2,486
-7% -$281K 2.5% 14
2018
Q2
$3.6M Buy
34,529
+11
+0% +$1.15K 2.75% 8
2018
Q1
$3.8M Sell
34,518
-79
-0.2% -$8.69K 3.2% 6
2017
Q4
$3.7M Buy
+34,597
New +$3.7M 2.72% 10